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1:25:48EN
20VC with Harry Stebbings· 2025년 9월 25일팟캐스트 · 3명Nvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.Venture CapitalOpenAIInvesting+2
1:02:05EN
Unsupervised Learning: With Jacob Effron· 2025년 9월 24일팟캐스트$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Math진행자 Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.기업과 전략AI StrategyAI startups & small teams+3
슬라이드13:02EN
Matthew Berman· 2025년 9월 23일Could AGI Freeze Economic Mobility? A Debate About Work and OwnershipMatthew Berman, Aaron Levie, Reid Hoffman · Forward FutureMatthew Berman weighs fears of a permanent underclass against arguments for AI-augmented work, new demand and income support.Future of WorkAI StrategyAGI(범용 인공지능)+2
1:38:05EN
20VC with Harry Stebbings· 2025년 9월 22일팟캐스트 · 2명Hemant Taneja on Scaling General Catalyst, AI and the Future of Venture게스트 Hemant Taneja · 진행자 Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.Venture CapitalInvestingAI Strategy+2
1:32:50EN
20VC with Harry Stebbings· 2025년 9월 18일팟캐스트 · 4명Kaz Nejatian on Opendoor, AI Financing and the Cost of Growth게스트 Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.Company BuildingVenture CapitalAI Strategy+2
슬라이드 4장18:05EN
Matthew Berman· 2025년 9월 15일AI News: Qwen3-Max, OpenAI’s Restructuring and New Research ModelsMatthew Berman · Forward FutureMatthew Berman surveys September 2025 releases and reports, from silent speech and image generation to infrastructure and AI business deals.Foundation ModelsAI StrategyGenerative media+2
58:25EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 9월 15일팟캐스트 · 2명A construction permit that took four months now takes three minutes진행자 Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.기업과 전략엔터프라이즈 AIAI Strategy+3
1:44:35EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 11일팟캐스트Joe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'진행자 Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.기업과 전략안전과 거버넌스Human-AI Collaboration+3
1:34:12EN
20VC with Harry Stebbings· 2025년 9월 11일팟캐스트 · 4명OpenAI Secondaries, Ramp and the Price of AI Growth게스트 Jason Lemkin, Rory O’Driscoll, Jeff Lawson · 진행자 Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.Venture CapitalInvestingAI Strategy+2
1:51:39EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 3일팟캐스트A native ad engine for AI—and the questions it cannot dodge진행자 Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.기업과 전략AI in sales & marketingProduct Strategy+3
1:14:39EN
20VC with Harry Stebbings· 2025년 9월 1일팟캐스트 · 2명Nick Frosst on Cohere’s Enterprise AI Strategy and the Limits of Hype게스트 Nick Frosst · 진행자 Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.Foundation Models엔터프라이즈 AIAI Strategy+2
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 28일팟캐스트 · 2명Seventeen Years of Flat Power, and a Plan to Bring the Factories Home진행자 Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.기업과 전략AI Strategy인프라와 배포+2
슬라이드 5장20:05EN
Matthew Berman· 2025년 8월 26일AI News: Macrohard, Comet Plus and the Debate Over AI WelfareMatthew Berman, Dara Khosrowshahi · Forward FutureMatthew Berman reviews August 2025 AI news, from generative worlds and publisher payments to robotics, Intel and enterprise AI results.AI StrategyAI agentsGenerative media+2
1:23:11EN
20VC with Harry Stebbings· 2025년 8월 25일팟캐스트 · 2명Bessemer’s Byron Deeter on AI Growth, Venture Scale and Liquidity게스트 Byron Deeter · 진행자 Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.Venture CapitalSaaSAI Strategy+2
슬라이드 4장18:40EN
Matthew Berman· 2025년 8월 21일AI News in August 2025: Model Memory, Image Editing, Coding Agents and RobotsMatthew Berman · Forward FutureMatthew Berman reviews early reports on GPT-6, DeepSeek V3.1, Qwen image editing, developer tools and humanoid demonstrations. Several claims were previews, company statements or unconfirmed reports.AI StrategyAI agentsRobotics+2
1:09:11ZH
Zhang Xiaojun Podcast· 2025년 8월 18일팟캐스트 · 2명广密谈大模型分化、AI 产品与创业窗口게스트 广密 · 진행자 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。AI StrategyProduct Strategy제품과 UX+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 14일팟캐스트 · 2명The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragon진행자 Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.인프라와 배포InferenceAI cost & performance+3
1:34:20EN
20VC with Harry Stebbings· 2025년 8월 14일팟캐스트 · 3명GPT-5, Palantir and the Economics of AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.Venture CapitalOpenAIAI Strategy+2
1:49:29EN
Lex Fridman· 2025년 8월 13일팟캐스트 · 2명China Is Not Run by One Person. It Is a Mayor Economy게스트 Keyu Jin · 진행자 Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.기업과 전략GeopoliticsAI Strategy+3
3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 2025년 8월 13일팟캐스트Ten Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action Plan진행자 Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.기업과 전략AI Strategy안전과 거버넌스+3
슬라이드 2장11:38EN
Matthew Berman· 2025년 8월 13일AI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.AI Strategy컨텍스트 엔지니어링World models+2
1:22:51EN
20VC with Harry Stebbings· 2025년 8월 11일팟캐스트 · 2명Martin Mignot on Index Ventures, Revolut and Investing in Founders게스트 Martin Mignot · 진행자 Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.Venture CapitalInvestingFounders+2
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· 2025년 8월 9일팟캐스트Sullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boring진행자 Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.기업과 전략안전과 거버넌스AI Regulation+3
1:28:36EN
20VC with Harry Stebbings· 2025년 8월 7일팟캐스트 · 4명Figma’s IPO, Executive Pay and the Price of AI Growth게스트 Brian Halligan, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.Venture CapitalInvestingCompany Building+2
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